Ep Wealth Advisors, LLC Purchases in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
25.2K
+ 4.28%
$113.75 - $148.48 $2.87M - $3.74M
614K $89.7M
VEA
Vanguard Ftse Developed Market

ETFs
106K
+ 12.28%
$45.65 - $57.01 $4.82M - $6.02M
966K $55.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
475K
+ 324.14%
N/A
622K $14.8M
XLF
Financial Sector Spdr

ETFs
191K
+ 71.18%
$43.92 - $52.37 $8.4M - $10M
460K $24.1M
AME
Ametek Inc

Industrials
57.8K
+ 643.57%
$151.41 - $182.75 $8.75M - $10.6M
66.8K $12.1M
IWM
Ishares Russell 2000 ETF

ETFs
43.8K
+ 95.56%
$174.82 - $215.79 $7.67M - $9.46M
89.7K $19.4M
EFV
Msci Eafe Value ETF

ETFs
125K
+ 24.65%
$52.4 - $64.65 $6.53M - $8.05M
630K $40M
ABT
Abbott Laboratories

Healthcare
70.1K
+ 110.99%
$123.95 - $138.08 $8.68M - $9.67M
133K $18.1M
VTI
Vanguard Total Stock Market Et

ETFs
12.7K
+ 6.5%
$243.75 - $303.93 $3.09M - $3.86M
208K $63.2M
NFLX
Netflix Inc

Communication Services
1.87K
+ 11.07%
$855.86 - $1339.13 $1.6M - $2.5M
18.7K $25.1M
TSLA
Tesla, Inc.

Consumer Cyclical
11.1K
+ 12.06%
$221.86 - $362.89 $2.46M - $4.02M
103K $32.7M
RSG
Republic Services, Inc.

Industrials
35.9K
+ 871.79%
$227.2 - $258.07 $8.15M - $9.26M
40K $9.86M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
201K
New
$38.18 - $45.52 $7.68M - $9.16M
201K $8.8M
HON
Honeywell International Inc

Industrials
13K
+ 4.79%
$182.86 - $232.88 $2.37M - $3.02M
284K $66.1M
SPGI
S&P Global Inc.

Financial Services
12.5K
+ 11.42%
$438.31 - $527.29 $5.49M - $6.61M
122K $64.5M
XLV
Select Sector Spdr Fund Health

ETFs
69K
+ 107.14%
$128.77 - $144.3 $8.88M - $9.96M
133K $18M
FNDE
Schwab Fundamental Emerging Mk

ETFs
241K
+ 371.43%
$26.66 - $33.09 $6.43M - $7.98M
306K $10.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
51.4K
+ 328.81%
$113.67 - $150.4 $5.85M - $7.74M
67.1K $10.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
306K
+ 161.92%
$24.32 - $27.87 $7.45M - $8.53M
495K $13.1M
PG
Procter & Gamble CO

Consumer Defensive
54.4K
+ 50.58%
$157.66 - $172.39 $8.58M - $9.38M
162K $25.8M
JIG
J P Morgan Exchange Traded Fd

ETFs
104K
New
$56.78 - $71.51 $5.92M - $7.45M
104K $7.45M
ROK
Rockwell Automation, Inc

Industrials
2.2K
+ 2.43%
$218.97 - $332.17 $482K - $730K
92.7K $30.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
155K
+ 2187.62%
$45.12 - $46.23 $6.98M - $7.15M
162K $7.48M
XLY
Select Sector Spdr Consumer Di

ETFs
16.7K
+ 9.46%
$176.34 - $218.59 $2.95M - $3.66M
194K $42.1M
XLC
Select Sector Spdr Tr Communic

ETFs
52.2K
+ 44.09%
$86.13 - $108.53 $4.5M - $5.67M
171K $18.5M
WFC
Wells Fargo & Company

Financial Services
58.1K
+ 24.18%
$60.98 - $80.12 $3.54M - $4.65M
298K $23.9M
SUB
Ishares Short Term National Mu

ETFs
61.7K
+ 84.93%
$104.77 - $106.34 $6.47M - $6.56M
134K $14.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
267K
+ 214.53%
$23.96 - $24.27 $6.4M - $6.48M
392K $9.5M
XLI
Industrial Sector Spdr

ETFs
36.5K
+ 60.54%
$116.42 - $147.52 $4.25M - $5.38M
96.7K $14.3M
VRSK
Verisk Analytics, Inc.

Industrials
20.4K
New
$277.03 - $321.33 $5.66M - $6.56M
20.4K $6.36M
XLB
Select Sector Spdr Fd Material

ETFs
51.4K
+ 6.41%
$74.27 - $88.92 $3.82M - $4.57M
854K $74.9M
GS
Goldman Sachs Group Inc

Financial Services
6.43K
+ 95.12%
$462.22 - $707.75 $2.97M - $4.55M
13.2K $9.33M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
16.7K
+ 3.02%
$73.02 - $90.22 $1.22M - $1.5M
568K $50.7M
NKE
Nike, Inc.

Consumer Cyclical
32.4K
+ 7.41%
$53.27 - $72.04 $1.73M - $2.34M
471K $33.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
20.1K
+ 134.97%
$248.61 - $294.96 $5M - $5.93M
35K $9.88M
WMT
Walmart Inc.

Consumer Defensive
36.7K
+ 20.1%
$81.79 - $99.98 $3M - $3.67M
219K $21.5M
PH
Parker Hannifin Corp

Industrials
6.79K
+ 174.87%
$517.23 - $700.54 $3.51M - $4.76M
10.7K $7.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.3K
+ 97.97%
$152.93 - $181.74 $4.03M - $4.79M
53.2K $9.67M
XLP
Consumer Staples Sector Spdr

ETFs
65.5K
+ 10.94%
N/A
665K $50.5M
VB
Vanguard Small Cap ETF

ETFs
13.4K
+ 11.41%
$193.73 - $237.37 $2.6M - $3.18M
131K $31M
SYK
Stryker Corp

Healthcare
940
+ 0.48%
$337.37 - $395.63 $317K - $372K
196K $77.5M
PANW
Palo Alto Networks Inc

Technology
3.84K
+ 3.19%
$152.44 - $204.64 $585K - $785K
124K $25.4M
DHR
Danaher Corp

Healthcare
24.5K
+ 89.05%
$174.64 - $205.16 $4.28M - $5.02M
52K $10.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
181K
+ 92.04%
$25.04 - $25.18 $4.54M - $4.56M
378K $9.52M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.2K
+ 309.33%
$100.35 - $100.71 $4.24M - $4.25M
55.9K $5.63M
VO
Vanguard Mid Cap ETF

ETFs
11K
+ 21.51%
$228.54 - $279.83 $2.51M - $3.08M
62.1K $17.4M
IBM
International Business Machines Corp

Technology
6.89K
+ 17.47%
$221.03 - $294.78 $1.52M - $2.03M
46.4K $13.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
37.8K
+ 100.97%
$81.46 - $94.63 $3.08M - $3.57M
75.2K $7.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12.6K
+ 71.56%
$390.26 - $489.06 $4.9M - $6.15M
30.1K $12.2M
Activity Summary
Buys All Purchases 895 New Holdings 204 Increased Positions 691 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 0 Puts 0
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